It's Gotta Be A CFP® Asking the right questions can greatly impact your future! When it comes to your finances, the most important question is, “Are you a CFP® professional?” More questions to ask your financial advisor common questions How can a planner help me reach my goals?
Get Started Our Process Free Advice Contact Mike Book a 15-Minute Call About Michael Kelley, CFP® Why Fee-Only Resources Questions to Ask Your Advisor Check Out This Advisor On The SEC Website OP&F Diagrams
Ask these important questions when establishing this highly collaborative relationship. Kate StalterOct. 25, 2023 How to Choose a Financial Advisor Updated on Feb. 5, 2025: This story was previously published at an earlier date and has been updated with new information. Tags: financial a...
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Personal finances are complex and small mistakes can turn into large dollar losses. We provide a review of your personal situation with a no-stress complimentary first meeting where you can ask questions and make sure you are on a good path. ...
Determine whether you should consider refinancing your mortgage. More Calculators» About Us Our Firm Our Location Our Services Our Qualifications Ask for our CD's on various topics Questions to Ask Practice Details Marks of Quality CFP® Professional ...
From there, she moved into Dalton'sCFP study exam prep program, which included several books to read on her own, practice tests and a 36-hour live class. "Being in a room with the actual instructor where I could ask questions live and really ensure I understood the concepts was a game ...
Questions to Ask a CFP After you’ve determined what you’re looking for in a financial advisor in terms of certifications, company resources, and fee structure, you can meet with potential CFPs and ask them questions about their services and approach. ...
like the '17 questions that you should ask to figure out if your advisor is a good advisor.’ I'm like, ‘What a crappy process that we make you ask 17 questions of multiple people just to figure out who's actually worth trusting in the first place.’ I think it's an awful state...
Unlike a Registered Investment Advisor, stockbrokers establishing a brokerage account must prominently disclose: Your account is a brokerage account and not an advisory account. Our interests may not always be the same as yours. Please ask us questions to make sure you understand your rights and ...